Corient Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $382K | Sell |
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|
2021
Q3 | $405K | Hold |
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|
2021
Q2 | $410K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $357K | Hold |
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|
2020
Q3 | $308K | Hold |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $775K | Sell |
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|
2019
Q3 | $734K | Sell |
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|
2019
Q2 | $1.13M | Hold |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $701K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $987K | Buy |
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